Who We Are
At uFinancial Group, we help you realize your dreams by guiding you to make good financial decisions. We work alongside you to implement your personalized uFinancial Journey, a custom seven-step strategy designed to help you discover and achieve your financial goals.
Serving the Central Pennsylvania region for over 120 years, we have helped more than 52,000 individuals, families and businesses1 grow their future through a variety of financial products and services. Headquartered in Mechanicsburg, PA, and with offices in State College, Lancaster, Exton, Kennett Square, Chambersburg, Chadds Ford and Williamsport, uFinancial employs over 100 financial professionals and 200 staff people with expertise to help position you for financial success.
President & CEO, uFinancial Group Matthew Dobbie
Not only are we committed to helping our clients build a stable financial future, but we are also dedicated to giving back to communities where we live and work. uFinancial Group's community involvement through charitable organizations and meaningful civic events is deeply important to us.
Our Measures of Community Value
Through 2013, uFinancial Group has:
- over $5.4 billion of life insurance coverage in force2.
- paid over $21.5 million in life insurance benefits3 and $2.7 million in disability income insurance benefits (claims)4 to our clients.
- paid $19.7 million in dividends5 to uFinancial Group clients who own eligible participating whole life policies with MassMutual.
- distributed $2 million in free6 life insurance to eligible families as part of MassMutual’s LifeBridgeSM Program.
1 An insured, owner, or payer of a MassMutual policy or contract (12/31/2013).
2 Amount of individual life insurance in force at the end of the period related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company (12/31/2013).
3 Amount of individual life insurance claims paid during the period related to products issued by Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company (12/31/2013).
4 Amount of disability income insurance claims paid during the period related to products issued by Massachusetts Mutual Life Insurance Company (12/31/2013).
5 The amount of dividends to whole life policyowners in 2013.
6 MassMutual pays the premiums (12/31/2013).